SaxoSelect-Investment Portfolios

SaxoSelect Balanced Portfolios

The right choice – just got simpler

Our collection of Balanced portfolios, built with iShares® ETFs by BlackRock and managed by Saxo Bank offers an easy way to invest with sophistication.


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Select the portfolio that’s right for you

Saxo Bank (Switzerland) Ltd. does not guarantee the achievement of investment goals or the limitation of risks intended for these strategies.

Please call +41 58 317 9510 or email us private.sales@saxobank.ch for more info

Explore the benefits

We believe you need smarter investment options – not more. Comprised of Exchange Traded Funds (ETFs), SaxoSelect Balanced Portfolios deliver several distinct benefits:

Automated Investing

We rebalance your portfolio over our platform at regular intervals to ensure it remains aligned with the selected strategy, diversified and well calibrated, liberating you to invest your money - not your time.


Expert Insights

Leverage the expertise from two premium financial institutions: Saxo Bank and BlackRock – the world’s largest investment manager – so your portfolio remains constantly monitored to keep pace with changing market conditions.

Stay in Control

iShares® ETFs are liquid, transparent and cost-efficient financial instruments. You will be able to monitor your investments daily.


Simple and transparent pricing

Saxo Bank only charges a service-fee (0.85% p.a.) and a currency conversion fee (0.5% of the transaction amount) for those trades in currencies other than CHF. Other fees and charges (e.g. stock exchange fees, VAT, stamp taxes) are charged as they occur.

Learn more

There are also costs that are charged directly to the collective investment schemes, i.e. the ETFs, used for the implementation of the Strategy. Information on the total cost for the management and operation of the ETF, i.e. information on the Total Expense Ratio (TER), can be found by clicking on ‘Learn more’ under the portfolio descriptions above.

A strong partner

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Proven Performance

As the world’s largest asset manager, with $4.6 trillion in assets under management, BlackRock is entrusted to invest on behalf of large institutions and individual investors alike.

Built on Exchange Traded Funds (ETFs)

SaxoSelect Balanced Portfolios utilise ETFs, which offer flexibility, transparency, and low costs.

Designed to track the performance of a specific index, like the SMI 30, an ETF provides access to a diversified portfolio of different asset classes (e.g. bonds, stocks, commodities etc.) at a low cost.

Watch the video to learn more about ETFs.

Please call +41 58 317 9510 or email us private.sales@saxobank.ch for more info

Start investing using SaxoSelect Balanced Portfolios in 3 steps

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For legal reasons please confirm that your country of domicile is Switzerland and you have read the following disclaimer:

Investor’s Domicile

The information contained in the following pages are only available to investors domiciled in Switzerland. By clicking on the button "I agree" you certify that you are an investor domiciled in Switzerland and that you have read, understood and accepted the legal terms and conditions following below.

Exchange Traded Funds (“ETFs”) by BlackRock

Distribution of the ETFs

The following information is limited to foreign collective investment schemes managed by entities of the BlackRock Group (“Fund/s") which have been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to non-qualified investors in accordance with Article 119 et seq of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA") (“foreign authorized funds”) and the Swiss iShares Funds.

The Representative of the foreign authorized funds in Switzerland within the meaning of Article 120 and 123 et seq CISA is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH -8001 Zurich. The Paying Agent of the foreign authorized funds in Switzerland within the meaning of Article 121 CISA is State Street Bank International GmbH, Munich, Zurich Branch, Beethovenstrasse 19, CH-8002 Zurich. The prospectus, the key investor information document (KIID), the Articles or the terms / the fund contract and, if applicable, the annual as well as the semi-annual reports of the foreign authorized funds are available free of charge from the representative in Switzerland.

The Management Company of the Swiss iShares Funds is BlackRock Asset Management Switzerland Limited, Bahnhofstrasse 39, CH-8001 Zurich. The prospectus including the integrated fund contract, the key investor information document (KIID), and, if applicable, the annual as well as the semi-annual reports of the Swiss iShares Funds are available free of charge from the Management Company in Switzerland. Place of fulfillment and jurisdiction for Units distributed in Switzerland of foreign authorized funds is the registered office of the representative in Switzerland.

No Advice

None of the information contained on the web site constitutes advice to enter into any transaction in relation to the Funds or in relation to any investment strategy making use of the Funds. Similarly none of the information contained on the web site constitutes tax, legal or any other advice or an offer or invitation to enter into any type of financial transaction.

Offering Documentation

Applications to invest in any fund referred to on this site must only be made on the basis of the offer document relating to the specific investment (e.g. Prospectus, Simplified Prospectus or Key Investor Information Document, when implemented or other applicable terms and conditions).

Money laundering regulations, may require additional documentation for identification purposes when you make your investment. Details are contained in the relevant Prospectus, Simplified Prospectus or Key Investor Information Document, when implemented or other constitutional document.

Sales Restrictions

It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. The following pages do not constitute an offer or solicitation to sell shares in any of the funds referred to on this site, by anyone in any jurisdiction in which such offer, solicitation or distribution would be unlawful or in which the person making such an offer or solicitation is not qualified to do so or to anyone to whom it is unlawful to make such an offer or solicitation.

Specifically, the funds described are not available for distribution to or investment by US investors. The shares will not be registered under the US Securities Act of 1933, as amended (the "Securities Act") and, except in a transaction which does not violate the Securities Act or any other applicable US securities laws (including without limitation any applicable law of any of the States of the USA) may not be directly or indirectly offered or sold in the USA or any of its territories or possessions or areas subject to its jurisdiction or to or for the benefit of a US Person.

Further important Information

The information is produced for information purpose only and is not legally binding. Saxo Bank (Switzerland) Ltd makes no representation or warranty, and assumes no liability, for the accuracy or completeness of the information provided.

In providing the information Saxo Bank (Switzerland) Ltd has not taken into account any particular recipient’s investment objectives, special investment goals, financial situation, and specific needs and demands and nothing contained on the web site is intended as a recommendation or advice for any recipient to invest or divest in a particular manner and Saxo Bank (Switzerland) Ltd assumes no liability for any recipient sustaining a loss out of the use or reliance on the information provided.

BlackRock is similarly not liable for the losses described above. BlackRock’s research and data which is utilised by Saxo Bank in building its Investment Portfolios is based upon certain internal assumptions and BlackRock has not considered the suitability of the content of its research and data against individual needs and risk tolerances for all investors. As such, BlackRock’s research and data is for information purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy the securities described within. BlackRock’s research and data has not been prepared in accordance with the legal requirement designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of the research and data provided to Saxo Bank and, as such, is considered to be a marketing communication SaxoBank.

iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”) and are used under license. BlackRock is not affiliated with Saxo Bank. BlackRock makes no representations or warranties regarding the advisability of investing in any product, portfolio or service offered by Saxo Bank or any of its affiliates. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product, portfolio or service offered by Saxo Bank or any of its affiliates nor does BlackRock have any obligation or liability to any client or customer of Saxo Bank

All investments entail a risk and may result in both profits and losses. All investors and all recipients should carefully consider their financial situation and consult financial advisor(s) in order to understand the risks involved prior to making any investment, divestment or entering into any transaction.

Past performance should not been taken as indication or guarantee of future performance and no representation is made regarding future performance. Statements contained herein that are not historical facts and which may be simulated past performance or future performance data are based on current expectations, estimates, projections, opinions and beliefs of the Saxo Bank (Switzerland) Ltd. Such statements involve known and unknown risks, uncertainties and other factors, and undue reliance should not be placed thereon. Additionally, the information contained herein may contain 'forward-looking statements'. Actual events or results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. The information contained on the web site is confidential and should not be copied, distributed, published or reproduced in whole or in part or disclosed by recipients to any other person. It is not intended for distribution to, or use by, any person in any jurisdiction or country where such distribution or use would be unlawful. The information contained on the web site may not be sent, taken into or distributed in the United States or to any “US Person” within the meaning of the United States Securities Act of 1933, as amended and the United States Securities Exchange Act of 1934, as amended.

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